AUMdb

F&D Huebner, Llc 401(k) Plan

Sponsored by F&D Huebner, Llc · EIN 561897744 · Plan #002

Total assets
$15.3K
Net assets
$15.3K
Active participants
5
With balances
5

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Financial Life Ins Recordkeeping, Participant loan processing, Investment management fees (indirect) $21,719
Admin Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $13,166